Dave Reeser is a co-leader of PFM’s investment advisory practice in the Northeastern U.S. He is responsible for developing and managing investment programs for public sector and non-profit clients. Dave assists organizations with updating their investment policies and indentures, evaluating cash flow requirements, and designing and implementing customized investment strategies for cash reserves, bond proceeds, indentured funds and longer-term funds.
Dave is also responsible for developing PFM’s fixed income ESG investment solution, and for working with public sector and non-profit clients to design and implement fixed income ESG investment programs.
Dave was responsible for developing and building PFM’s Arbitrage Rebate Compliance practice. In this capacity, Dave led business development and client management efforts, provided training and quality control, and developed the methodology and approach utilized by the team. He also identified and employed solutions to reduce liabilities and assisted organizations with responding to IRS audits.
Dave was previously responsible for organizing and leading the training provided to PFM’s asset management analysts.
Dave holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses and he is a Certified Treasury Professional (CT P). Dave is also an Enrolled Agent (EA).